See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,325 | $201,272-28.8% | $184,203-22.2% | $145,922-1.8% |
| Participation rate | 73.3% | 87.5%-14.2pp | 86.8%-13.5pp | 80.3%-6.9pp |
| Annual return | 16.28% | 29.00%-12.7pp | 28.81%-12.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,079 | $7,022-56.2% | $6,427-52.1% | $4,660-33.9% |
| Participant deferral / active EE | $9,683 | $9,806-1.3% | $9,131+6.0% | $6,688+44.8% |
| Admin fee / account holder | $4 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |